Main Use Cases

Main Use Cases

5 categories cover what every Connected Boards Automations user actually does. Pick the one that matches your goal.
Each category is a guided walkthrough with examples and recipe links. Once you've found the pattern you need, browse the full library to grab the exact recipe text from the Marketplace.
Visual recipe-card thumbnails for each category are coming in a follow-up pass.

Where should I start?

Your goal
Start here
Auto-link items between boards based on a matching value (creation, status, column change, or move)
 Connect items across boards⁠ 
Push values, updates, dates, or names between items that are already connected
 Sync values between connected items⁠ 
Connect items AND keep them aligned in both directions automatically (the "two boards act as one" pattern)
 Connect + Sync⁠ 
React to a change on a connected board — mirror status, move groups, copy updates, adjust dates, remove dependencies
 Cross-board workflows⁠ 
Connect items to subitems (or subitems to items) across boards — and keep them in sync
 Subitem ↔ item connections⁠ 


 Connect items across boards⁠ 

Category thumbnail — pending.
Auto-link items between two boards when something happens — item created, status changed, column changed, or item moved to this board. Matching can use equals, contains, starts with, or any logic combination.
Common use cases:
  • New deal in CRM → auto-link to matching client record
  • New ticket created → auto-link to engineering item by Feature ID
  • Item status hits "Won" → auto-connect to delivery board


 Sync values between connected items⁠ 

Category thumbnail — pending.
Push column values, updates, dates, and names between items that are already linked. Trigger on column change, status change, button click, or a new connection being created. Same-name and same-type column matching keeps things safe.
Common use cases:
  • Owner changes on CRM board → push to connected client item
  • Update posted on item → copy to all connected items on other boards
  • Date offset on parent → adjust connected item dates


 Connect + Sync⁠ 

Category thumbnail — pending.
The "connect AND keep in sync" combo. One recipe auto-links new items and keeps every matching column synced bidirectionally — change a value on either board and the other updates automatically.
Common use cases:
  • CRM ↔ Project board: every new deal auto-connects + stays in sync
  • Master inventory ↔ regional boards: SKUs mirror price/stock both ways
  • Tickets ↔ engineering backlog: status, priority, owner stay aligned
Top recipes:  When an item is created, connect + sync⁠  ·  When status changes, connect + sync⁠  ·  Setting up Connect Boards columns⁠ 


 Cross-board workflows⁠ 

Category thumbnail — pending.
Trigger an action on this board based on something happening on a connected item on another board. Mirror status, move to group, copy updates, adjust dates by offset, rename connected items, remove dependencies.
Common use cases:
  • Connected item's status flips to Done → move item to group on this board
  • Update posted on engineering item → copy to all support tickets connected to it
  • Connected item moves group → delete this board's matching item automatically
Top recipes: dedicated recipe articles coming in a follow-up pass.


 Subitem ↔ item connections⁠ 

Category thumbnail — pending.
Connection and sync automations specifically for items ↔ subitems across boards. Most "item/subitem" recipes work here; this category focuses on the subitem-specific patterns and setup considerations.
Common use cases:
  • New subitem auto-connects to its parent's master record on another board
  • Subitem status change → update connected item on another board
  • Subitem date changes when its status changes — synced across boards
Top recipes: dedicated recipe articles coming in a follow-up pass.

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Still stuck?

Email  hello@fantasymedia.io  — we usually reply within a few hours.